IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,767 $1.24M 0.56% +94 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,766 $1.24M 0.39% +12 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,756 $1.24M 0.67% -100 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,751 $1.24M 0.97% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,750 $1.24M 0.27% +467 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,745 $1.24M 0.29% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,737 $1.23M 0.75% +2,252 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,734 $1.23M 0.45% -1,491 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,723 $1.23M 0.14% +235 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,723 $1.23M 0.61% +1 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,718 $1.23M 0.02% +801 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,709 $1.22M 0.12% +888 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,708 $1.22M 0.37% +1,170 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,704 $1.22M 0.55% -86 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,695 $1.22M 0.17% +776 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,694 $1.22M 0.55% -99 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,693 $1.22M 0.17% +421 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,688 $1.22M 0.03% +23 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,673 $1.21M 0.22% -234 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,671 $1.21M 0.46% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,666 $1.21M 0.07% +1,006 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,665 $1.21M 0.38% -450 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,663 $1.21M 0.17% -215 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,572 $1.21M 0.21% -2,472 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,660 $1.21M 0.07% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,650 $1.2M 0.21% -110 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,646 $1.2M 0.18% -104 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,642 $1.2M 0.12% +63 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,639 $1.2M 0.09% -185 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,598 $1.19M 1.07% +193 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,303 $1.19M 0.14% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,588 $1.18M 0.43% -14 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,585 $1.18M 0.3% new 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,582 $1.18M 0.27% +499 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,582 $1.18M 0.23% +1,362 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,581 $1.18M 0.82% -560 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,493 $1.18M 0.13% +22 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,580 $1.18M 0.4% -58 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,581 $1.18M 0.2% +1,038 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,579 $1.18M 0.13% +68 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,572 $1.18M 0.11% +310 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 3,564 $1.18M 0.33% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,537 $1.17M 0.47% +1,722 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,530 $1.16M 0.34% -187 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,528 $1.16M 0.6% +58 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,525 $1.16M 0.5% -126 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,521 $1.16M 0.5% +412 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,519 $1.16M 0.12% -48 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,518 $1.16M 0.1% -25 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,515 $1.16M 0.19% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,500 $1.15M 0.18% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,499 $1.15M 0.49% +109 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,492 $1.15M 0.34% -148 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,483 $1.15M 0.01% +426 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,471 $1.15M 0.41% +231 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,462 $1.14M 0.64% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,455 $1.14M 0.32% +1,345 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,453 $1.14M 0.39% -135 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,443 $1.14M 0.21% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,425 $1.13M 0.14% +118 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,420 $1.13M 0.69% +181 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,419 $1.13M 0.49% -1 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,416 $1.13M 0.18% +68 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 3,261 $1.13M 0.93% -217 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,412 $1.13M 0.15% +854 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,410 $1.12M 0.16% 0 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,407 $1.12M 0.81% -882 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,402 $1.12M 0.49% -726 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,400 $1.12M 0.17% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,392 $1.12M 0.94% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,389 $1.12M 0.02% -86 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,379 $1.11M 0.3% +123 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,369 $1.11M 0.09% +184 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,360 $1.11M 0.52% +880 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,359 $1.11M 0.13% -1,426 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,353 $1.11M 0.45% -48 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,351 $1.11M 0.3% +262 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,336 $1.1M 0.1% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,331 $1.1M 0.39% +128 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,245 $1.1M 0.33% +281 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,323 $1.1M 0.55% +165 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,321 $1.1M 0.26% +701 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,658 $1.09M 0.49% -5 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,312 $1.09M 0.28% +108 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,294 $1.09M 0.61% -1,282 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,292 $1.09M 0.14% +473 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,290 $1.09M 0.26% +950 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,288 $1.08M 0.21% +2 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,287 $1.08M 0.65% +388 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,286 $1.08M 0.15% +2,519 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,282 $1.08M 0.11% -114 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,274 $1.08M 0.63% +98 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,264 $1.08M 0.75% +1,145 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 3,260 $1.08M 0.55% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,250 $1.07M 0.03% +250 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,250 $1.07M 0.96% -136 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,241 $1.07M 0.26% +91 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,237 $1.07M 0.12% +552 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,237 $1.07M 0.11% +542 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,226 $1.06M 0.07% +187 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,215 $1.06M 0.45% +2,940 13F-HR Timeline Group Armbruster Capital Management, Inc. 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More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 3,175 $1.05M 0.24% +89 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,175 $1.05M 0.24% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,169 $1.05M 1.02% +99 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,169 $1.05M 0.69% +1,653 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,166 $1.04M 0.1% +50 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,163 $1.04M 0.41% -612 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,161 $1.04M 0.78% +55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,747 $1.03M 0.17% +535 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,133 $1.03M 0.49% +511 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,503 $1.03M 1.5% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,124 $1.03M 0.18% +1,900 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,116 $1.03M 0.56% +294 13F-HR Timeline GHP Investment Advisors, Inc. 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